# VIRTUS EQUITY & CONV INCM FD COM

VIRTUS EQUITY & CONV INCM FD COM is a security (CUSIP 92841M101) tracked across SEC portfolio filings. 92 institutional managers reported $164.3M on Form 13F as of 2026-06-30; 1 registered fund positions totaling $69K via N-PORT as of 2026-03-31.

## Summary

- Issuer: VIRTUS EQUITY & CONV INCM FD
- Class: COM
- CUSIP: 92841M101
- Asset category: OTHER
- 13F holders: 92
- 13F value: $164.3M
- 13F period: 2026-06-30
- N-PORT fund positions: 1
- N-PORT value: $69K
- N-PORT report: 2026-03-31

## Top institutional holders (Form 13F)

_Showing 15 of 92 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| WELLS FARGO & COMPANY/MN | SAN FRANCISCO, CA | $22.2M | 951,188 |
| [Advisors Asset Management, Inc.](https://search.stillhousedata.com/firm/46727) | Monument, CO | $15.9M | 681,713 |
| Royal Bank of Canada | TORONTO, A6 | $13.4M | 575,167 |
| MORGAN STANLEY | NEW YORK, NY | $12.2M | 521,689 |
| RAYMOND JAMES FINANCIAL INC | ST. PETERSBURG, FL | $12.2M | 520,153 |
| GUGGENHEIM CAPITAL LLC | Chicago, IL | $10.8M | 463,240 |
| [Saba Capital Management, L.P.](https://search.stillhousedata.com/firm/154362) | NEW YORK, NY | $8.4M | 361,316 |
| [WEALTH ENHANCEMENT ADVISORY SERVICES, LLC](https://search.stillhousedata.com/firm/116407) | PLYMOUTH, MN | $7.4M | 277,185 |
| [LPL Financial LLC](https://search.stillhousedata.com/firm/6413) | FORT MILL, SC | $6.8M | 290,709 |
| [SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC](https://search.stillhousedata.com/firm/147384) | MINNEAPOLIS, MN | $5.1M | 218,718 |
| UBS Group AG | Zurich, V8 | $3.1M | 131,271 |
| D.A. DAVIDSON & CO. | GREAT FALLS, MT | $2.8M | 103,773 |
| BANK OF AMERICA CORP /DE/ | CHARLOTTE, NC | $2.8M | 119,094 |
| [Pensionmark Financial Group, LLC](https://search.stillhousedata.com/firm/208512) | SANTA BARBARA, CA | $2.8M | 117,859 |
| [WOLVERINE ASSET MANAGEMENT LLC](https://search.stillhousedata.com/firm/138907) | CHICAGO, IL | $2.1M | 91,386 |

## Top fund holders (N-PORT)

| Fund | Registrant | Value | % of fund |
| --- | --- | --- | --- |
| [THRIVENT CONSERVATIVE ALLOCATION PORTFOLIO](https://search.stillhousedata.com/fund/S000001434) | Thrivent Series Fund, Inc. | $69K | 1.23% |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/92841m101.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.